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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
626
Main Management
California
$6K – – –
SFC
627
SYM Financial Corp
Indiana
$6K – – –
PWPS
628
Pinnacle Wealth Planning Services
Ohio
$6K +$5.6K +50 New
TIM
629
Tortoise Investment Management
New York
$5K – – –
FCMT
630
Founders Capital Management (Texas)
Texas
$5K +$5.15K +46 New
CWC
631
Carolinas Wealth Consulting
North Carolina
$4K – – –
TAM
632
Townsend Asset Management
North Carolina
$4K +$1.01K +9 +35%
ADL
633
Asset Dedication LLC
California
$3K – – –
JWA
634
JFS Wealth Advisors
Pennsylvania
$3K – – –
LWANC
635
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SIS
636
Sound Income Strategies
Florida
$3K – – –
HS
637
Horan Securities
United States
$3K +$112 +1 +4%
FF
638
FourThought Financial
Florida
$3K +$3.14K +28 New
BCA
639
Berman Capital Advisors
Georgia
$3K +$3.58K +32 New
FCA
640
FinTrust Capital Advisors
South Carolina
$2K – – –
GI
641
Gradient Investments
Minnesota
$2K – – –
TSW
642
Thompson Siegel & Walmsley
Virginia
$2K – – –
AIA
643
Arcadia Investment Advisors
Idaho
$1.31K +$1.23K +11 New
RWG
644
Regal Wealth Group
California
$1K – – –
FCB
645
First Command Bank
Texas
$1K +$1.01K +9 New
FCFS
646
First Command Financial Services
Texas
$1K +$1.01K +9 New
OFG
647
Oxford Financial Group
Indiana
$1K +$1.12K +10 New
TFM
648
TFC Financial Management
Massachusetts
$1K +$1.34K +12 New
NDSI
649
Newman Dignan & Sheerar Inc
Rhode Island
$295 +$2.13K +19 +0.8%
CCFM
650
Clear Creek Financial Management
Washington
– -$25.2M -248,224 Closed
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